Ever Source Wealth Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 49,805 shares of TLT stock, worth $4.36 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
49,805
Previous 2,853 1645.71%
Holding current value
$4.36 Million
Previous $279,000 1458.78%
% of portfolio
0.26%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$87.1 - $98.49 $4.09 Million - $4.62 Million
46,952 Added 1645.71%
49,805 $4.35 Million
Q3 2024

Nov 08, 2024
SELL
$89.91 - $101.33 $157,522 - $177,530
-1,752 Reduced 38.05%
2,853 $279,000
Q2 2024

Aug 13, 2024
BUY
$87.78 - $94.67 $242,623 - $261,667
2,764 Added 150.14%
4,605 $422,000
Q1 2024

Jun 11, 2024
SELL
$92.18 - $98.72 $129,973 - $139,195
-1,410 Reduced 43.37%
1,841 $174,000
Q4 2023

Feb 09, 2024
BUY
$82.77 - $100.51 $16,222 - $19,699
196 Added 6.42%
3,251 $321,000
Q3 2023

Nov 03, 2023
BUY
$88.41 - $102.95 $211,388 - $246,153
2,391 Added 360.09%
3,055 $270,000
Q2 2023

Aug 04, 2023
BUY
$100.28 - $108.53 $22,863 - $24,744
228 Added 52.29%
664 $68,000
Q1 2023

May 11, 2023
SELL
$99.48 - $108.63 $7,759 - $8,473
-78 Reduced 15.18%
436 $46,000
Q4 2022

Feb 09, 2023
SELL
$92.4 - $109.47 $87,040 - $103,120
-942 Reduced 64.7%
514 $51,000
Q3 2022

Nov 07, 2022
BUY
$100.95 - $120.04 $119,827 - $142,487
1,187 Added 441.26%
1,456 $149,000
Q2 2022

Aug 01, 2022
SELL
$108.81 - $132.38 $9,140 - $11,119
-84 Reduced 23.8%
269 $31,000
Q1 2022

May 25, 2022
BUY
$128.66 - $144.3 $45,416 - $50,937
353 New
353 $47,000

Others Institutions Holding TLT

# of Institutions
1,428
Shares Held
408M
Call Options Held
175M
Put Options Held
153M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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